Williams Jones Wealth Management, Llc. Vanguard Growth ETF Transaction History
Williams Jones Wealth Management, Llc.
- $7.73 Billion
- Q1 2024
A detailed history of Williams Jones Wealth Management, Llc. transactions in Vanguard Growth ETF stock. As of the latest transaction made, Williams Jones Wealth Management, Llc. holds 1,307 shares of VUG stock, worth $506,279. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,307
Previous 1,404
6.91%
Holding current value
$506,279
Previous $436,000
2.98%
% of portfolio
0.01%
Previous 0.01%
Shares
8 transactions
Others Institutions Holding VUG
# of Institutions
2,197Shares Held
221MCall Options Held
174KPut Options Held
57.1K-
Bank Of America Corp Charlotte, NC42.1MShares$16.3 Billion1.37% of portfolio
-
Jones Financial Companies Lllp18.5MShares$7.16 Billion8.67% of portfolio
-
Morgan Stanley New York, NY13.3MShares$5.13 Billion0.37% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.95MShares$3.47 Billion6.95% of portfolio
-
Envestnet Asset Management Inc8.42MShares$3.26 Billion1.1% of portfolio